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MISSION WEALTH MANAGEMENT, LP: GWX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MISSION WEALTH MANAGEMENT, LP on GWX, newest first. How the timeline and the estimate are built.

MISSION WEALTH MANAGEMENT, LP held 73,737 GWX shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,737 shares
    Change vs previous 13F +600 shares

    0.04% of the 13F portfolio, value $3,226,752.

    13F-HR 0001172661-26-002692 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 73,137 shares
    Change vs previous 13F -2,156 shares

    0.06% of the 13F portfolio, value $3,088,584.

    13F-HR 0001172661-26-002211 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 75,293 shares
    Change vs previous 13F -277 shares

    0.06% of the 13F portfolio, value $3,076,480.

    13F-HR 0001172661-26-000497 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 75,570 shares
    Change vs previous 13F -68 shares

    0.06% of the 13F portfolio, value $3,036,411.

    13F-HR 0001172661-25-004574 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 75,638 shares
    Change vs previous 13F -728 shares

    0.06% of the 13F portfolio, value $2,812,228.

    13F-HR 0001172661-25-002879 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 76,366 shares
    Change vs previous 13F -1,115 shares

    0.06% of the 13F portfolio, value $2,440,651.

    13F-HR 0001085146-25-002181 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 77,481 shares
    Change vs previous 13F +33,551 shares

    0.06% of the 13F portfolio, value $2,400,743.

    13F-HR 0001085146-25-000853 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 43,930 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,499,319.

    13F-HR 0001085146-24-005256 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).